# Babin Wealth Management

> Babin Wealth Management is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 12, 2026.

- CRD: 332423
- Filed as: BABIN WEALTH MANAGEMENT
- Legal name: Babin Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: January 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332423
- AdvisorCensus page: https://advisorcensus.com/firm/babin-wealth-management-scottsdale-az-332423

## Quick answers

**How is Babin Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Babin Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Babin Wealth Management located?**
Babin Wealth Management's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Babin Wealth Management registered with the SEC or a state?**
Babin Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332423.

**How much does Babin Wealth Management manage?**
Babin Wealth Management reports $28,581,700 in regulatory assets under management in its Form ADV filing dated January 12, 2026 (99% discretionary).

**What types of clients does Babin Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (97); high net worth individuals (8).

**Does Babin Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332423

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $28,581,700
- Discretionary: $28,258,800
- Non-discretionary: $322,900

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 97 | $19,670,700 |
| High net worth individuals | 8 | $8,911,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- babinwealth.com
- LinkedIn @babin-wealth
- LinkedIn @seanbabin

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Babin Wealth Management (CRD 332423): Form ADV filing data as of October 2026.